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Action Point Financial Planning’s Lockheed Martin LMT Stock Holding History

Action Point Financial Planning’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Buy
+233
New +$126K 0.01% 560

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Action Point Financial Planning's LMT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lockheed Martin (LMT) in Q2 2026: 233 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Action Point Financial Planning held 233 shares of Lockheed Martin worth $117K as of Q2 2026.
  • Lockheed Martin was a new Action Point Financial Planning position in Q2 2026.
  • Lockheed Martin made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #560 holding.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.